(以下内容从国金证券《通信行业研究:GPT-5再提升推理效率,液冷板块高景气度维持》研报附件原文摘录)通信周观点:1)北美AI大模型更新,算力需求持续旺盛。OpenAI发布GPT-5,在数学推理、编程等测试中刷新纪录;但多模态能力略低于预期,未能实现视频输入等多模态应用。我们认为此次GPT-5亮点在于推理成本的再降低,有望推动AI的大规模普及。GPT-5相较o3输出token减少50-80%且表现...
Source Link(以下内容从国金证券《通信行业研究:GPT-5再提升推理效率,液冷板块高景气度维持》研报附件原文摘录)通信周观点:1)北美AI大模型更新,算力需求持续旺盛。OpenAI发布GPT-5,在数学推理、编程等测试中刷新纪录;但多模态能力略低于预期,未能实现视频输入等多模态应用。我们认为此次GPT-5亮点在于推理成本的再降低,有望推动AI的大规模普及。GPT-5相较o3输出token减少50-80%且表现...
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